Samsara, Inc. Class A (IOT)
NYSE:IOT
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Earnings Data
Report Date
Aug 27, 2026After Close (Confirmed)
Period Ending
2027 (Q2)Consensus EPS Forecast
0.16Last Year’s EPS
0.12Same Quarter Last Year
Strong Buy
Based on 15 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call portrayed a strong operational and financial quarter with durable ARR and revenue growth, expanding enterprise account base, robust multiproduct adoption, meaningful contribution from emerging products, and consecutive GAAP profitability — all supporting an upgraded full-year outlook. Counterbalancing risks include near-term gross margin pressure from AI/cloud investments, supply-chain and component cost uncertainty, early-stage monetization risk for operational AI, and potential volatility from large deal timing. Overall, positives substantially outweigh the highlighted challenges.Company Guidance
Strong ARR Scale and Growth
Ending Q1 ARR approximately $2.0B, up 30% year-over-year; net new ARR of $101M in Q1, up 30% YoY (27% in constant currency); LTM net new ARR $455M, up 27% YoY (25% CC) and accelerating for the fourth consecutive quarter.
Revenue Acceleration
Q1 revenue $479M, up 31% year-over-year (29% in constant currency), with sequential acceleration at a larger scale.
Large Customer Momentum
ARR from $100k-plus customers exceeded $1.2B, up 37% YoY; company ended Q1 with 3,363 $100k-plus ARR customers (net add of 169) and added 15 customers with $1M-plus ARR in the quarter; $1M-plus cohort ARR grew 62% YoY, showing multi-quarter acceleration.
Multiproduct Adoption and Retention
96% of $100k-plus customers subscribe to 2+ products and 70% to 3+; strong multiproduct sales with 9 of top 10 net new ACV deals including 2+ products; target core dollar-based net retention ~115%.
Emerging Products Contribution
Emerging products contributed >20% of net new ACV for the second consecutive quarter; 7 of top 10 net new ACV deals included an emerging product; 42 transactions included >$100k of emerging product net new ACV; signed largest connected asset maintenance deal (Hertz).
Profitability and Operating Leverage
Achieved third consecutive quarter of GAAP EPS profitability (GAAP EPS $0.08, included $30M arbitration award; EPS would still be positive excluding it); non-GAAP operating margin 19% (up 5 percentage points YoY); free cash flow margin 15% (up 3 points YoY) and 15th consecutive quarter surpassing Rule of 40.
Raised Guidance and Durable Outlook
Raised full-year FY'27 revenue guidance to $2.005B–$2.013B (24% YoY; 23–24% CC) and non-GAAP operating margin to 20%; Q2 guide $482M–$484M (23–24% YoY) with expectation of GAAP profitability for Q2 and full year.
International and Vertical Traction
18% of net new ACV from non-U.S. geographies (tied record) with record Europe contribution and Canada at highest net new ACV mix in 8 quarters; wholesale & retail trade and construction were top vertical contributors.
Notable New Logos and Customer Wins
Signed large customers including Hertz (software-only connected asset maintenance), Foundation Building Materials, State of Connecticut, a major pizza company, and expanded a global food distributor from telematics to a 5‑product relationship.
IOT Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
IOT Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Jun 04, 2026 | $35.21 | ― | ― |
Mar 05, 2026 | $29.58 | $35.36 | +19.54% |
Dec 04, 2025 | $40.71 | $45.22 | +11.08% |
Jun 05, 2025 | $47.25 | $45.10 | -4.55% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Samsara, Inc. Class A (IOT) report earnings?
Samsara, Inc. Class A (IOT) is schdueled to report earning on Aug 27, 2026, After Close (Confirmed).
What is Samsara, Inc. Class A (IOT) earnings time?
Samsara, Inc. Class A (IOT) earnings time is at Aug 27, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is IOT EPS forecast?
IOT EPS forecast for the fiscal quarter 2027 (Q2) is 0.16.
